Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Edgewell Personal Care Co (EPC)

218 + Investors. Track Smart Money conviction in EPC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — EPC

Based on 223 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
223 funds currently hold this stock — 87% of the 3.0-year high of 256 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold EPC compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

110 buying111 selling
Last quarter: 110 funds bought or added vs 111 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 40 → 42 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 14% medium ■ 21% new
146 out of 223 hedge funds have held EPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +33% but shares only +5% — price-driven

Value
+33%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~36 new funds/quarter

30 → 35 → 40 → 42 → 36 new funds/Q
New funds entering each quarter: 35 → 40 → 42 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 20% newcomers

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Entry-cohort mix of 226 holders: 160 (71%) are 2+ year veterans, 20 entered 1–2 years ago, and 46 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
48 of 222 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in EPC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EPC

In 2026 Q2, 110 hedge funds were net buyers of EPC (36 opened a new position, 74 added to an existing one), while 111 reduced or exited (77 trimmed, 34 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in EPC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 223.

Hedge Fund Ownership: EPC

How many hedge funds hold EPC — quarterly history vs. share price
Quarterly hedge fund ownership of EPC vs. share price

Market Analysis: EPC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EPC
218 + Investors

Track Smart Money conviction in EPC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 218 221 -1.36%
13F Shares 54M 53M 1.62%
Total Value $1.39B $1.09B 27.9%
New Positions 35 42 -7
Increased Positions 73 84 -11
Closed Positions 37 37 -
Reduced Positions 75 58 +17
Total Calls 2 0 100%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: EPC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

218 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EPC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brandes Investment Partners, LP 1.33% 7,059,831 $189.6M
2 Nicola Wealth Management LTD. 0.95% 308,200 $8.3M
3 Rubric Capital Management LP 0.87% 3,544,465 $95.2M
4 Bridgefront Capital, LLC 0.63% 89,367 $2.4M
5 Invenomic Capital Management LP 0.43% 266,683 $7.2M
6 SummerHaven Investment Management, LLC 0.38% 26,573 $714K
7 Lighthouse Investment Partners, LLC 0.32% 431,869 $11.6M
8 Clarity Wealth Development LLC 0.30% 20,000 $537K
9 Ausbil Investment Management Ltd 0.30% 23,875 $657K
10 Foyston, Gordon & Payne Inc 0.24% 41,000 $1.1M
11 Gamco Investors, INC. Et Al 0.21% 862,916 $23.2M
12 EntryPoint Capital, LLC 0.21% 7,493 $301K
13 Bridgeway Capital Management, LLC 0.13% 266,191 $7.1M
14 Clifford Swan Investment Counsel LLC 0.12% 140,877 $3.8M
15 Woodline Partners LP 0.10% 1,209,328 $32.5M
16 State of Wyoming 0.09% 34,804 $935K
17 XTX Topco Ltd 0.07% 209,677 $5.6M
18 American Century Companies Inc 0.06% 5,406,848 $145.2M
19 Orion Investment Co 0.06% 8,000 $215K
20 Gabelli Funds LLC 0.05% 306,978 $8.2M
21 Detalus Advisors, LLC 0.05% 9,282 $249K
22 William Blair Investment Management, LLC 0.04% 541,392 $14.5M
23 F/m Investments LLC 0.04% 31,672 $851K
24 Madison Asset Management, LLC 0.04% 133,998 $3.6M
25 Inspire Investing, LLC 0.03% 30,577 $821K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Edgewell Personal Care Co (EPC)

What does the Smart Money Trend signal show for EPC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EPC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EPC?

Slight buying edge — 50% buying: Last quarter: 110 funds bought or added vs 111 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPC holders?

Elite ownership — 55% AUM from top-100 funds: 48 of 222 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in EPC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EPC?

65% of holders stayed for 2+ years: 146 out of 223 hedge funds have held EPC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →